DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
SUSA

ISHARES ESG OPTIMIZED MSCI U

555 institutions still hold ISHARES ESG OPTIMIZED MSCI U as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288802·Exchange Traded Fund·555 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$1.4B
visible holders
Holders
555
filers reporting
Concentration
14.14%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

555 institutions reported SUSA in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 14.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$193M1.5M0.01%Q1 2026
02
MORGAN STANLEY
CIK 0000895421
$132M999K0.01%Q1 2026
03
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$117M840K0.07%Q4 2025
04
ROYAL BANK OF CANADA
CIK 0001000275
$91M688K0.02%Q1 2026
05
SPINNAKER TRUST
CIK 0001158970
$76M573K4.19%Q1 2026
06
IMA Advisory Services, Inc.
CIK 0001455495
$69M522K6.74%Q1 2026
07
MISSION WEALTH MANAGEMENT, LP
CIK 0001645382
$67M435K0.82%Q2 2026
08
AMERIPRISE FINANCIAL INC
CIK 0000820027
$65M489K0.01%Q1 2026
09
BlackRock, Inc.
CIK 0002012383
$64M487K0.00%Q1 2026
10
Acorns Advisers, LLC
CIK 0001701879
$60M451K0.44%Q1 2026
11
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$53M398K0.08%Q1 2026
12
WELLS FARGO & COMPANY/MN
CIK 0000072971
$52M392K0.01%Q1 2026
13
JPMORGAN CHASE & CO
CIK 0000019617
$51M394K0.00%Q1 2026
14
M&T BANK CORP
CIK 0000036270
$50M381K0.17%Q1 2026
15
UBS Group AG
CIK 0001610520
$46M350K0.01%Q1 2026
16
Shira Ridge Wealth Management
CIK 0001961210
$44M288K15.51%Q2 2026
17
LPL Financial LLC
CIK 0001403438
$41M307K0.01%Q1 2026
18
Betterment LLC
CIK 0001633901
$37M280K0.07%Q1 2026
19
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$32M244K0.01%Q1 2026
20
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$26M198K0.01%Q1 2026
Page 1 of 28
535 more holders available. Log in →
Insiders at ISHARES ESG OPTIMIZED MSCI U
Merchant Charles H